What's Rarely Measured Matters Most

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1149: Predictable, Profitable Growth in an AI-Native Business | Ed Hagan, CFO, Satisfi Labs

At 19, working part-time in a bank branch while attending college, Ed Hagan made a simple recommendation: expand the branch. The idea was taken seriously enough that he was transferred to the bank holding company’s finance and accounting department, where he suddenly found himself helping with acquisitions, preparing board materials, and contributing to an IPO.…
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The EQ Advantage in Financial Turnarounds

Discovering a 20-point gap between sales dashboards and true margins at a prior marketplace company, Niels Boon built a CFO-led pricing function, abolished blanket rebates, tied commissions to net revenue, and enforced disciplined approvals. Within 12 months, gross margin rose from 20% to 40%, turning a cash-burning business profitable. Now Watch our Complete Episode Featuring […]

In the Room Where it Happens (Part 2)

In Part Two of The Room Where It Happens, we continue our journey alongside CFOs who found themselves face-to-face with some of the most iconic business visionaries of our time. From Salesforce founder Marc Benioff to Intel’s Andy Grove, Cisco’s John Chambers, and Apple’s Steve Jobs, these finance leaders share the moments when vision collided…
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In the Room Where it Happens (Part 1)

In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. CFO Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during…
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Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo

A Finance Strategic Moment One week into a CFO post, Munson was air‑dropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her “learn‑fast, call‑everyone” playbook, sharpening courage and pattern recognition for future unknowns. Now […]

Inside Hybrid Cloud Growth Strategy | Dilip Upmanyu, CFO, Cloudera

A Finance Strategic Moment While preparing IBM variance reports, Dilip Upmanyu first realized numbers persuade only when tied to the actions that create them. He dissected every P × Q driver, practiced explaining causes clearly in NetIQ earnings prep, and won credibility to recommend improvements—transforming finance from scorekeeper to strategic influencer. Now Watch our Complete Episode Featuring […]

1085: The Strategic Power of Curiosity | Erik Rothschild, CFO, Cin7

Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpected—he pitched actual trade ideas to the portfolio manager across the table. That bold move earned him a spot on the team, and eventually, a portfolio of his own. “That whole experience taught…
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1068: The CFO Advantage in the Boardroom: Strategy, M&A, and IPO Readiness | Bill Korn, Strategic Board Member & CFO-Emeritus

Bill Korn approaches board leadership with the same strategic, forward-thinking mindset that defined his CFO career. He believes a board member's role extends beyond governance to actively supporting company growth, shaping financial discipline, and guiding leadership teams through inflection points. Bill prioritizes long-term value creation over short-term gains, leveraging his M&A expertise, IPO experience, and…
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